Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Bart Messer

Bart Messer

Longview,Texas

Summary

Successful and seasoned Team Leader with extensive knowledge and experience in insurance industry, including all aspects of agency management and claims. Expertise in employee management, training and development. Adept at assessing employee performance and providing solutions to enhance staff performance. Accomplished at building trust with internal and external partners, and delivering outstanding service.

Overview

31
31
years of professional experience

Work History

Insurance Producer

INSURICA
10.2022 - Current
  • Managed commercial lines book of business transferred from Kilgore.
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Developed successful strategies for identifying and converting prospective clients to long-term customers.
  • Analyzed customer needs to provide customized insurance solutions.

Branch Manager

INSURICA / MMI INSURANCE AGENCY LLC
11.2011 - 10.2022
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Trained employees on customer service, insurance products, management systems, proper procedures and strategies to improve productivity.
  • Assessed employee performance and developed improvement plans.
  • Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Completed IIAT training on commercial lines sales.




Team Leader

Unum Insurance
06.2001 - 11.2011
  • Submitted timely and accurate assessments of team performance to leadership with identification of areas of opportunity and outlined steps required to improve outcomes.
  • Conducted file reviews, including medical records, medical reviews, and independent assessments to evaluate disability claim resolution and return to work opportunities.
  • Maintained contact with claimants and attorneys to determine treatment and claim payment status.
  • Communicated with staff, leaders and peers to coordinate successful collaboration with medical and legal departments.
  • Reviewed files with Quality Assurance team to insure proper procedures were followed.



Product Manager

CIGNA Group Insurance
06.1992 - 04.2001
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Boosted team performance by developing customer service training materials and conducting service training.
  • Attended Train the Trainer and Call Coaching training sessions, and incorporated learnings into practice.

Education

BBA - Marketing

Texas Tech University, Lubbock, TX
1983

Skills

  • Team Leadership
  • Verbal and Written Communication
  • Problem-Solving
  • Conflict Resolution
  • Coaching and Mentoring
  • Self-motivating
  • Microsoft Office proficiency

Affiliations

  • FLMI -Fellow, Life Management Institute, from Life Office Management Association (LOMA)
  • Toastmasters

Timeline

Insurance Producer - INSURICA
10.2022 - Current
Branch Manager - INSURICA / MMI INSURANCE AGENCY LLC
11.2011 - 10.2022
Team Leader - Unum Insurance
06.2001 - 11.2011
Product Manager - CIGNA Group Insurance
06.1992 - 04.2001
Texas Tech University - BBA, Marketing

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Bart Messer